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About Us

Hi, I’m Dan Hellmann, Managing Partner of Case | Sabatini. We are a regional professional services firm based in the South Hills of Pittsburgh. Our firm is regional by design, not by default. We feel this gives us a distinct edge over our competition. Our clients receive the same high-level personal attention and direct partner/manager involvement normally associated with smaller firms, but they also benefit from the comprehensive service, resources, and expertise of a national firm.

What sets us apart from other CPA firms? Celebrating nearly 45 years in business, since 1971, we have offered a full range of innovative public accounting, auditing, tax, financial planning, wealth management, and other services to a large and diverse base of clients in the tri-state area and beyond.

While our clientele are as diverse as the business world in general, we have formalized practice groups geared toward specific industries. These include real estate development, construction, governments and nonprofits, retail, healthcare, and manufacturing. Our top-notch accounting and advisory services are always in-step with today’s fast-paced business and technological shifts, helping clients increase financial opportunities within ever-changing markets.

It is our continued mission to support clients with the clear guidance necessary to help them to make their most sound financial decisions, minimize taxation, reduce business risk, and increase profitability at every stage of their growth. With offices in the South Hills and Wexford, our firm brings together the expertise of 40+ professionals, all of whom are committed to providing our clients with the highest quality of professional services.

Case | Sabatini is a regional professional services firm based in the South Hills of Pittsburgh. Since our inception in 1971, we offer a full range of innovative public accounting, auditing, tax, financial planning, wealth management, and other services to a large and diverse base of clients in the tri-state area and beyond. Our firm is regional by design, not by default. We feel this gives us a distinct edge over our competition. Our clients receive the same high-level personal attention and direct partner/manager involvement normally associated with smaller firms, but they also benefit from the comprehensive service, resources, and expertise of a national firm.

WHAT SETS OUR FIRM APART FROM OTHER ACCOUNTING FIRMS?

While our clientele are as diverse as the business world itself, we have formalized practice groups geared toward specific industries. These industries include real estate development, construction, governments and nonprofits, post-secondary schools, manufacturing, retail, and health care. Our top-notch accounting and advisory services are always in-step with today’s fast-paced business and technological shifts, helping clients increase financial opportunities within ever-changing markets.

It is our continued mission to support clients with the clear guidance necessary to confidently make sound financial decisions, minimize taxation, reduce business risk, and increase profitability at every stage of their growth. With offices in the South Hills and Wexford, our firm brings together the expertise of 40+ professionals, all of whom are committed to providing our clients with the highest quality of professional services. We continually reach out to you, where you are. Let’s connect on LinkedIn, Google+, Twitter, and our new Instagram! And, don’t forget to sign up for our e-newsletter.

At Case | Sabatini, we strive to provide traditional AND value-added services. Your feedback is important to us – let us know what you think!

Services

DIVORCE PLANNING

Many important financial issues inherent to divorce cases — and, there are more than one million divorces each year — are routinely overlooked. However, once a divorce settlement has been signed, it’s too late to make changes. Our Certified Divorce Financial Analyst is trained to address these important issues for men and women in the process of divorce and to provide litigation support for their attorneys, which helps them prove and often settle their case. The following list illustrates just a few of the primary areas about which our professionals can offer a solid financial perspective.

Who should keep the house?

How much will it cost to live post-divorce?

How much alimony is there going to be and for how long?

Will the custody arrangement affect child support?

How can the retirement accounts be split and the money accessed?

Should a business be valued?

What are the tax consequences of property settlements?

Most important of all, will the clients be able to financially survive (and thrive) with the settlement post-divorce?

OUR CERTIFIED DIVORCE FINANCIAL ANALYST

EMPLOYEE BENEFIT PLANS

In today’s complex employment market, more and more attention has been paid to employee benefits. Employers face the challenge of creating an attractive workplace while controlling costs, keeping in compliance with regulations, and understanding the financial effects benefit plans have on their businesses.Our professionals are experienced in helping companies with all aspects of employee benefit plans — from initial design to implementation, administration, and compliance services. We’re proud of our track record of providing employee benefit-related services; our experience ranges from smaller plans to those with literally thousands of participants. Our expertise includes:

ESTATE PLANNING

As tax and legal systems reach new levels of complexity, proper estate planning becomes critical to estate preservation. At Case | Sabatini, we help clients form lifetime transfer plans to reduce estate taxes and maximize family assets. By combining our income and estate tax experience with a clear understanding of our client’s long-term financial goals, Case | Sabatini goes beyond the numbers to see how today’s tax rulings will impact your business, your family and your personal estate. At Case | Sabatini, we will:

Review present wills and trust documents

Suggest alternatives to current estate plans and calculate tax savings

Review a closely-held business for proper valuation and future transfer

Review retirement plans and life insurance benefits

Identify potential liquidity problems caused by federal and state death taxes

Help develop a lifetime gifting program through family-limited partnerships, charitable trusts, and qualified personal residence trusts.

Prepare returns to assist with the probate process and final estate accounting, including gift tax returns, final individual tax returns, federal and state estate tax returns, and trust returns.

BUSINESS VALUATIONS

When value comes into question, lenders, insurers, the courts and government agencies require expert opinion to support the claims. Case | Sabatini provides that expertise, putting to work our vast experience with a wide range of closely-held businesses. For every valuation, we combine the skills of a Certified Valuation Analyst with our extensive knowledge as Certified Public Accountants. We leverage a thorough understanding of accounting, taxation and finance to form the most fundamentally sound value judgments, always taking into account the intricacies and subtleties of each unique case.

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